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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,199 | $135,956-60.9% | $123,894-57.1% | $273,972-80.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 2.61% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,358 | $5,170-73.7% | $4,617-70.6% | $4,869-72.1% |
| Participant deferral / active EE | $2,387 | $6,343-62.4% | $5,984-60.1% | $5,287-54.8% |
| Admin fee / account holder | $777 | $9,817-92.1% | $8,357-90.7% | $10,133-92.3% |